Osberg Family Trust
Osberg Family Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Osberg Family Trust at a glance
In short: Osberg Family Trust gave $30K across 2 grants in 2022 (avg $15K), mostly in Rhode Island. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $30,062
- +3657.8% vs 2021
- Grants made (2022)
- 2
- +0.0% vs 2021
- Average grant
- $15,031
- +3657.8% vs 2021
- Median grant
- $15,031
- Primary geography
- Rhode Island (50% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Osberg Family Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2022
The largest 2022 recipient was Bank of America Charitable Gift Fund ($15K). Together the top 2 received $30K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 18 grants of 20 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 2 itemized grants.
Cities
How Osberg Family Trust gives
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $800 (2021) to $3.3M (2020). In 2022 it made 2 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bank of America Charitable Gift Fund Providence, RI | DAF-Miller River Charitable | $15,031 |
| Morgan Stanley Global Impact Funding Trust Inc Purchase, NY | DAF-Osberg Charitable Fund | $15,031 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $104 | $30,087 | $30,062 | 2 | $30,087 | $9 | $865 |
| 2021 | $29,982 | $2,275 | $2,295 | $800 | 2 | $2,295 | $350 | $1,391 |
| 2020 | $29,584 | $187,174 | $3,337,771 | $3,284,816 | 16 | — | $163,403 | $125,323 |
Under IRS private-foundation payout rules, Osberg Family Trust reported a distributable amount of $865 for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Osberg Family Trust's 2022 filing lists 3 officers; none of the 3 officers listed in 2022 report compensation.
Officers on the 2022 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$32K (2020) → $0 (2022)
John W. Osberg
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Kimberley O. Lippman
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $32K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Osberg Family Trust
How much does Osberg Family Trust give each year?
Osberg Family Trust gave $30K across 2 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $800 across 2 grants.
Where does Osberg Family Trust operate?
Osberg Family Trust has awarded grants in New York, Rhode Island, Washington.
How much is Osberg Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Osberg Family Trust reported a distributable amount of $865 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Osberg Family Trust's EIN?
Osberg Family Trust's EIN (Employer Identification Number) is 94-3067305. IRS Form 990 filing data is available on this page for 2020–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- IRS filings on file for fiscal years 2020–2022
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